For every stage of life
Welcome to Wealth Ridge Planning
We are dedicated to creating lasting relationships with our clients based on trust and independence.
We want to spend time with clients to determine their goals and objectives, time horizon, risk tolerance, and help them make suitable financial decisions for their future.
Our mission is to build a long-term relationship with our team, their trusted and knowledgeable advisors. We aim to accomplish this through education, training, integrity, and outstanding client service.
Our Approach
Our Team
April Breheim
Founder, Financial AdvisorEmily Parker
Client Service SpecialistMiah Breheim
Client Service SpecialistEric Parnell, CFA
Chief Market StrategistKAELA FRENCHMAN
Associate, Trading & OpsEvan Coffey
Associate, Trading & OpsDrew Nemeth
Director of Compliance & OperationsOur Services
Portfolio Management
- Estate Planning
- Retirement Strategies
- Financial Planning
- Life Insurance
- Social Security Strategies
- Small Business Ownership
- Cash Flow Analysis
- Charitable Giving/Legacy Planning
- Long Term Care
- Education & College Funding Strategies
- Tax Minimization
Our Process
Introductory Meeting
This is the first part of establishing a fruitful partnership, so be prepared! Our goal is to mutually establish what each of our expectations are and establish whether an ongoing relationship is a good fit. In this phase we will identify your goals, priorities, preferences, as well as potential obstacles.
Exploration Phase
Based on our first meeting, we now take a deeper dive into your individual financial situation. During this session we begin to sketch a preliminary plan as we engage in a more comprehensive discussion about your personal and financial goals. This phase is essential to developing a customized, comprehensive plan.
Detailed Planning
Ongoing Aid & Advice
As your life circumstances facilitate a different approach to financial planning, wealth management, and savings options, we will be a constant presence to ensure that your plan transitions along with you. Your priorities and goals will inevitably shift through time which is why we are here to proactively update and evolve your financial plan.
Insights
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